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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,960 | $175,259-97.7% | $149,723-97.4% | $139,487-97.2% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 31.73% | 166.82%-135.1pp | 134.50%-102.8pp | 373.84%-342.1pp |
| Employer contribution / active EE | $1,051 | $5,478-80.8% | $4,821-78.2% | $4,755-77.9% |
| Participant deferral / active EE | $2,000 | $6,522-69.3% | $5,682-64.8% | $6,713-70.2% |
| Admin fee / account holder | $350 | $16,158-97.8% | $13,215-97.4% | $11,407-96.9% |